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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+6.5%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$58.4B
AUM Growth
+$2.43B
Cap. Flow
-$178M
Cap. Flow %
-0.31%
Top 10 Hldgs %
28.91%
Holding
3,347
New
284
Increased
1,135
Reduced
913
Closed
264

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$229M
2
DXCM icon
DexCom
DXCM
+$182M
3
PGR icon
Progressive
PGR
+$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$314M
2
PEP icon
PepsiCo
PEP
+$233M
3
ELV icon
Elevance Health
ELV
+$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

Sector Composition

Rank Sector Weight
1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSL
1401
DoubleLine Income Solutions Fund
DSL
$1.22B
$123K ﹤0.01%
10,034
+1
+0% +$12
JAAA icon
1402
Janus Henderson AAA CLO ETF
JAAA
$29B
$123K ﹤0.01%
2,417
+2,200
+1,014% +$112K
UTF icon
1403
Cohen & Steers Infrastructure Fund
UTF
$3.11B
$123K ﹤0.01%
4,948
+53
+1% +$1.39K
FHN icon
1404
First Horizon
FHN
$12.2B
$123K ﹤0.01%
5,422
+2,411
+80% +$53.6K
PEGA icon
1405
Pegasystems
PEGA
$5.02B
$122K ﹤0.01%
2,126
+1,642
+339% +$90.5K
AVDL
1406
DELISTED
Avadel Pharmaceuticals
AVDL
$122K ﹤0.01%
+8,000
New +$104K
BNT
1407
Brookfield Wealth Solutions
BNT
$11.8B
$121K ﹤0.01%
2,660
-4
-0.2% -$177
BNS icon
1408
Scotiabank
BNS
$107B
$121K ﹤0.01%
1,878
– –
CM icon
1409
Canadian Imperial Bank of Commerce
CM
$108B
$121K ﹤0.01%
1,519
+89
+6% +$6.7K
FDHY icon
1410
Fidelity High Yield Factor ETF
FDHY
$566M
$121K ﹤0.01%
+2,461
New +$121K
ESTA icon
1411
Establishment Labs
ESTA
$2.72B
$121K ﹤0.01%
2,959
+85
+3% +$3.47K
CLH icon
1412
Clean Harbors
CLH
$16.5B
$121K ﹤0.01%
521
+4
+0.8% +$947
XLG icon
1413
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$121K ﹤0.01%
2,095
+1,095
+110% +$59.9K
MOS icon
1414
The Mosaic Company
MOS
$7.03B
$120K ﹤0.01%
3,473
+254
+8% +$8.75K
IOO icon
1415
iShares Global 100 ETF
IOO
$8.93B
$120K ﹤0.01%
1,000
-1
-0.1% -$114
NEA icon
1416
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
$120K ﹤0.01%
10,534
-3,351
-24% -$36.9K
DBA icon
1417
Invesco DB Agriculture Fund
DBA
$1.23B
$120K ﹤0.01%
4,477
– –
BIV icon
1418
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$120K ﹤0.01%
1,531
+3
+0.2% +$232
NFG icon
1419
National Fuel Gas
NFG
$7.82B
$119K ﹤0.01%
1,293
+72
+6% +$6.28K
MSM icon
1420
MSC Industrial Direct
MSM
$6.89B
$119K ﹤0.01%
1,291
+70
+6% +$6.24K
GH icon
1421
Guardant Health
GH
$21.7B
$119K ﹤0.01%
1,902
– –
XAR icon
1422
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.93B
$118K ﹤0.01%
503
– –
VSEC icon
1423
VSE Corp
VSEC
$5.45B
$118K ﹤0.01%
710
+131
+23% +$20K
CNR
1424
Core Natural Resources Inc
CNR
$4.02B
$118K ﹤0.01%
+1,413
New +$106K
TECH icon
1425
Bio-Techne
TECH
$11.2B
$118K ﹤0.01%
2,118
+712
+51% +$38.1K
55 56
57
58 59

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CWM
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VRS
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FAF
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BGIM
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CIM
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CIBC Private Wealth Group's Q3 2025 Portfolio in Review

As of Q3 2025, CIBC Private Wealth Group held 3,347 positions worth $58.4B, up 4.3% from $56B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

CIBC Private Wealth Group's Q3 2025 filing shows 284 new, 1,135 increased, 913 reduced and 264 closed positions. Its largest new stake was Cheniere Energy: 135,703 shares worth $7.3M. The largest sale was Cisco, an estimated $314M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q3 2025 buy was Cheniere Energy: 135,703 shares worth $7.3M.
  • CIBC Private Wealth Group added most to Broadcom in Q3 2025, an estimated $229M increase.
  • CIBC Private Wealth Group's biggest Q3 2025 reduction was Cisco, cutting an estimated $314M.
  • CIBC Private Wealth Group fully exited Sitio Royalties in Q3 2025, selling an estimated $36.4M.
  • CIBC Private Wealth Group's ten largest holdings make up 29% of its $58.4B portfolio in Q3 2025.
  • CIBC Private Wealth Group opened 284 new positions and closed 264 in Q3 2025.
  • CIBC Private Wealth Group's portfolio value rose 4.3% quarter-over-quarter to $58.4B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.